Your Biz Systems Soulmate is a Custom Built Solution
Your results show that you would be best suited to selecting a stack of tools that do exactly you need!
This approach will serve you in the long run as your solution can grow with your business needs and not limit you to one specific tool and it's feature set.
Going this route means a bit more strategy and thought on the tool sections and integration side to ensure each tool will meet your process needs and fit the way you work.
But once you have your tool stack you'll be able to build as you go/grow to meet your on-going business needs. Each tool in your stack adding it's expertise to the whole. (Rather than being stuck with one stand out feature with lack luster extras of some all-in-one options.)
* Trial accounts have no time limit. You can add up to three clients. If you subscribe you’ll get 30% off your first year with my link (or use code = meggodman)
Best for those that want . . .
Custom Database Solution
Track what you need and how you need it. You get full control over what you track and manage.
Workflow Freedom
No need to be stuck with steps or features that don't fit your process. Build out your workflows exactly as you need them to be.
Expand as your business grows
Expand your use/or feature set of the tools in your stack as you have need or add in new tools to fit your growth.
Automate exactly what you need
Determine which part of your process should be automated an find the tool that does that best.
Tools to consider
Database & Project Managment: Airtable, SmartSuite and Notion
These tools offer a database structure. That not only can handle your CRM needs but also tracking and planning for just about any area of your business.
Connection Tools: Zapier, Make and Pabbly Connect
These tools allow you to connect your tools together and automation repetitive tasks.
Forms & Contracts: Dropbox Send, Paperform & Typeform
If you want more dynamic forms than might be included in your database soltuion - take a look at the possibilites with these tools.
More Resources
go deeper into custom solutions - - >
✨ Other CRMs to Consider ✨
Because Dubsado and Honeybook are so close in feature sets (and trials are free) you should definitely run both tools through some testing to see which tool fits your needs best and which to LIKE using. Because… let’s face it, if you don’t like the look and feel of a tool – you likely won’t be jazzed about using it daily!
Honebook’s features are very similar but their is no custom field personalization for email templates (example no referring to child or pet name in an email sent to your client). If this feature is a must have for your biz – Dubsado is your TRUE love CRM.
However if your process is a bit more flexible Honeybook might be a contendor for your efficiency heart as it’s form design is supported by layout blocks that you can mix and match to make designing Honeybook smart files (multi-page & purpose forms) dead simple (even for the design challenged!) and super FAST!!
Meg's Resources
